Other · DOL Form 5500 · 2023
Southeastern Regional Medical Center Retirement Plan
Data updated 2026-08-25
- $123M
- Total assets Near avg plan size
- 2,074
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $59,100
- Avg per participant Low balance/head
Official DOL plan name: Southeastern Regional Medical Center Tax-Deferred Savings Plan · Sponsored by Southeastern Regional Medical Center · North Carolina · Healthcare & Social Assistance
$123M in assets, 2,074 participants
Southeastern Regional Medical Center's Southeastern Regional Medical Center Tax-Deferred Savings Plan reported $123M in total assets and 2,074 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #16,531 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Southeastern Regional Medical Center Tax-Deferred Savings Plan covers 2,074 participants in North Carolina, 2.5x the typical North Carolina plan (state average ~819 per filing). Assets: $123M.
- #16,531
- in Healthcare & Social Assistance (17,684 peers)
- +6.3%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Southeastern Regional Medical Center Tax-Deferred Savings Plan's outsized position by total assets
Southeastern Regional Medical Center Tax-Deferred Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$122,572,635 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Southeastern Regional Medical Center Tax-Deferred Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southeastern Regional Medical Center Tax-Deferred Savings Plan lands in the large band (2,074 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southeastern Regional Medical Center Tax-Deferred Savings Plan reported net income rose from -$28M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Southeastern Regional Medical Center Tax-Deferred Savings Plan end-of-year assets rose from $115M in the plan year 2022 filing to $123M in the plan year 2023 filing.
- Southeastern Regional Medical Center Tax-Deferred Savings Plan reported participants fell from 2,190 in the plan year 2022 filing to 2,074 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 560530233 · Southeastern Regional Medical Center PY 2023 · Other
Southeastern Regional Medical Center Tax-Deferred Savings Plan · $123M · 2,074 · 92nd
- TYPE $123M
- NET 2,074
- BOOK 92nd
- VS-ST Other
- BOY near Moravian University Retirement Plan
- SCH ind #16531
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in North Carolina →
Southeastern Regional Medical Center Tax-Deferred Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $123M |
| Net Income | $7M |
| Employer EIN | 560530233 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southeastern Regional Medical Center)
Sponsor-wide plan assets over time
All Southeastern Regional Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $127M 10.194857055329553% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,190 | $115M |
| 2023 | 1 | 2,074 | $123M |
| 2024 | 1 | 2,241 | $127M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $9.0B · 44,809
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
- Wake Forest University Retirement Plan $798M · 3,092
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
Southeastern Regional Medical Center Tax-Deferred Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Moravian University Retirement Plan in PA ($122M); by covered participants it is Chapters Health System, Inc. Retirement Plan in FL (2,073 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($123M here).
- Moravian University Retirement Plan (PA) $122M · 497
- The Blake School Defined Contribution Plan (MN) $123M · 356
- Owensboro Health 403(b) Match Plan (KY) $123M · 1,200
- The Fedcap Group, Inc. Tax Deferred Annuity Retirement Plan for Building (NY) $122M · 1,073
Similar participant headcount
Nearest other-state filings by covered participants (2,074 participants); asset peers above are excluded.
- Chapters Health System, Inc. Retirement Plan (FL) 2,073 · 1 off
- Los Angeles Philharmonic Association Voluntary 403b Plan (CA) 2,077 · 3 off
- Avita Health System Employee 403b Retirement Plan (OH) 2,070 · 4 off
- St. Clair Hospital Savings Plan (PA) 2,079 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.